CORE WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- JUPITER, Florida
- CRD number
- 162870
- Registered since
- August 13, 2018
- Website
- www.core-wm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.81%
- Individuals16.65%
- Corporations / Businesses3.33%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Core Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm is privately owned by an individual and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core Wealth reports it is not an active ESG investor and does not operate as a multi-state adviser. The firm lists an accounting affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 4TODD SCHANEL
PrincipalCRD 4731679
Douglas Marcello
Wealth AdvisorCRD 6281265
JACQUELYN GOLDSTICK
PrincipalCRD 2934836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$317M in ETFs
2%
$6.3M
98%
$310M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $119M | 3,054,577 | 37.48% |
Location
JUPITER, FL
PALM BEACH
Location
JUPITER, FL
Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 4600 Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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